Assigning An Account Owner When Generating A New Deal

The article stresses the importance of assigning an account owner at the beginning of a deal.

Link the deal to a current account

Begin typing the account name in the "Account" field. We'll suggest possible accounts for use.

After picking an account, a dropdown for "Account Owner" appears. Here, you have the choice to retain the current Account Owner or switch to a different user.

Add the deal to a new account

As you type the new account name into the “Account” field, you will see a create button. Click this button to create a new account.

After you create an account, assign an owner. If not, we'll set a default owner.